Carson Wealth (CWM LLC)
DUSB icon

Carson Wealth (CWM LLC)’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DUSB Stock Details DUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.64K Hold
52
– – ﹤0.01% 5210
2025
Q4 		$3K Hold
52
– – ﹤0.01% 4964
2025
Q3 		$3K Hold
52
– – ﹤0.01% 4889
2025
Q2 		$3K Buy
+52
New +$2.64K ﹤0.01% 4757

Other funds holding DUSB

PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
PMIM
Prudent Man Investment Management Louisville, Colorado $297M AUM 13.47% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM
SIC
SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $663M AUM 19% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
SWM
Sterling Wealth Management Champaign, Illinois $364M AUM 16.6% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DUSB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Dimensional Ultrashort Fixed Income ETF (DUSB) position steady in Q1 2026 at 52 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #5210.

Carson Wealth (CWM LLC) first reported a position in DUSB in Q2 2025 and has held it in 4 quarters since. The position peaked at $3K in Q4 2025. 194 funds tracked by Wall St. Rank hold DUSB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 52 shares of Dimensional Ultrashort Fixed Income ETF worth $2.64K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Dimensional Ultrashort Fixed Income ETF share count unchanged in Q1 2026.
  • Dimensional Ultrashort Fixed Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5210 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dimensional Ultrashort Fixed Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s Dimensional Ultrashort Fixed Income ETF position peaked at $3K in Q4 2025.
  • 194 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.